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Activepassive US Equity ETF (APUE)

CUSIP: 89834G729 | NYSE | 107 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

B. Riley Wealth Advisors, Inc.520,995
1.0% of portfolio›$24.5M
Park Avenue Securities LLC377,979
0.0% of portfolio›$17.8K
Spire Wealth Management176,285
0.3% of portfolio›$8.3M
Farther Finance Advisors, LLC111,375
0.0% of portfolio›$5.2M
Wedbush Securities Inc85,392
0.0% of portfolio›$4.0K
Cambridge Investment Research Advisors, Inc.40,178
0.0% of portfolio›$1.9K
Commonwealth Equity Services, LLC25,860
0.0% of portfolio›$1.2M
Diversify Wealth Management, LLC21,124
0.0% of portfolio›$1.0M
Diversify Advisory Services, LLC21,124
0.0% of portfolio›$1.0M
Sigma Planning Corp20,958
0.0% of portfolio›$984.6K
Kestra Advisory Services, LLC20,115
0.0% of portfolio›$945.0K
Assetmark, Inc17,695
0.0% of portfolio›$831.3K
FSA Wealth Partners, Inc.17,060
0.2% of portfolio›$801.5K
Principal Financial Group Inc15,037
0.0% of portfolio›$706.4K
Bank of New York Mellon Corp12,317
0.0% of portfolio›$578.7K
Courier Capital LLC10,666
0.0% of portfolio›$501.1K
Flagstar Securities, Inc9,551
0.1% of portfolio›$448.7K
Independent Financial Group, LLC7,063
0.0% of portfolio›$331.8K
Signature Estate & Investment Advisors LLC6,765
0.0% of portfolio›$317.8K
Brookstone Capital Management6,285
0.0% of portfolio›$295.3K
Pinnacle Bancorp, Inc.5,816
0.1% of portfolio›$273.2K
MGO One Seven LLC5,045
0.0% of portfolio›$237.0K
Absolute Capital Management, LLC4,927
0.1% of portfolio›$231.5K
Truist Financial Corp4,905
0.0% of portfolio›$230.4K
Spinnaker Investment Group, LLC4,760
0.0% of portfolio›$223.6K
Simplicity Wealth,LLC4,543
0.0% of portfolio›$213.4K
Pioneer Family Office, LLC4,045
0.1% of portfolio›$190.0K
Signature Equity Partners, LLC3,086
0.1% of portfolio›$145.0K
Signature Resources Capital Management, LLC947
0.0% of portfolio›$44.5K
Trust Co of Vermont708
0.0% of portfolio›$33.3K
IFP Advisors, Inc567
0.0% of portfolio›$26.6K
Investors Research Corp432
0.0% of portfolio›$20.3K
Ascentis Independent Advisors144
0.0% of portfolio›$6.8K
Retirement Wealth Solutions LLC126
0.0% of portfolio›$5.9K
StyleTurnoverLocationFiled
B. Riley Wealth Advisors, Inc.
520,995$24.5M1.0%GrowthLowMemphis, TN2026-10-13
Park Avenue Securities LLC
377,979$17.8K0.0%ETFMediumNew York, NY2026-10-26
Spire Wealth Management
176,285$8.3M0.3%GrowthMediumMclean, VA2026-10-30
Farther Finance Advisors, LLC
111,375$5.2M0.0%IndexLowSan Francisco, CA2026-10-08
Wedbush Securities Inc
85,392$4.0K0.0%CoreLowPasadena, CA2026-10-22
Cambridge Investment Research Advisors, Inc.
40,178$1.9K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
25,860$1.2M0.0%ETFLowWaltham, MA2026-11-02
Diversify Wealth Management, LLC
21,124$1.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
21,124$1.0M0.0%GrowthLowSandy, UT2026-10-20
Sigma Planning Corp
20,958$984.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Kestra Advisory Services, LLC
20,115$945.0K0.0%CoreLowAustin, TX2026-11-02
Assetmark, Inc
17,695$831.3K0.0%ETFLowConcord, CA2026-10-21
FSA Wealth Partners, Inc.
17,060$801.5K0.2%ETFHighRockville, MD2026-10-26
Principal Financial Group Inc
15,037$706.4K0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
12,317$578.7K0.0%CoreLowNew York, NY2026-11-05
Courier Capital LLC
10,666$501.1K0.0%ETFLowBuffalo, NY2026-10-19
Flagstar Securities, Inc
9,551$448.7K0.1%ETFVery LowNew York, NY2026-10-15
Independent Financial Group, LLC
7,063$331.8K0.0%GrowthLowSan Diego, CA2026-10-13
Signature Estate & Investment Advisors LLC
6,765$317.8K0.0%ETFMediumLos Angeles, CA2026-10-13
Brookstone Capital Management
6,285$295.3K0.0%ETFMediumWheaton, IL2026-10-22
Pinnacle Bancorp, Inc.
5,816$273.2K0.1%CoreVery LowBeatrice, NE2026-10-21
MGO One Seven LLC
5,045$237.0K0.0%GrowthLowBeachwood, OH2026-10-28
Absolute Capital Management, LLC
4,927$231.5K0.1%ETFMediumPittsburgh, PA2026-10-16
Truist Financial Corp
4,905$230.4K0.0%CoreLowCharlotte, NC2026-10-30
Spinnaker Investment Group, LLC
4,760$223.6K0.0%ETFLowNewport Beach, CA2026-10-13
Simplicity Wealth,LLC
4,543$213.4K0.0%ETFLowSummit, NJ2026-10-23
Pioneer Family Office, LLC
4,045$190.0K0.1%ETFMediumNorth Miami Beach, FL2026-10-30
Signature Equity Partners, LLC
3,086$145.0K0.1%GrowthMediumColumbus, OH2026-10-29
Signature Resources Capital Management, LLC
947$44.5K0.0%ETFLowNewport Beach, CA2026-10-16
Trust Co of Vermont
708$33.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
IFP Advisors, Inc
567$26.6K0.0%GrowthLowTampa, FL2026-10-16
Investors Research Corp
432$20.3K0.0%ETFLowAtlanta, GA2026-10-07
Ascentis Independent Advisors
144$6.8K0.0%ETFLowDallas, TX2026-11-03
Retirement Wealth Solutions LLC
126$5.9K0.0%ETFLowMarshfield, WI2026-10-07